Truist Investment Services, Inc.

Overview

Truist Investment Services, Inc. is a corporate entity that FINTRX classifies as an independent broker‑dealer. The firm was first SEC‑registered in 1986 and is listed as having both domestic entity and individual ownership elements. FINTRX does not list advisory business details or a client advisory fee schedule for the firm. The snapshot flags a number of negative indicators for advisory activity: the firm is not identified as a capital allocator, is not an active ESG investor, is not a multi‑state adviser, and is not a pension consultant or related adviser. Those attributes, together with the broker‑dealer classification, suggest the company’s primary role is brokerage and distribution rather than operating as a discretionary asset manager tracked for AUM in this dataset.

Assets & Accounts

Location & Offices